Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Frost & Sullivan over de strategie van TomTom
Volgen
Frost PerspectivesBridgestone Acquires TomTom Telematics in a Win-Win Deal Feb 05, 2019 Authored by Sailesh Mohan and Arunprasad Nandakumar Agreement reflects rising importance of data-driven business models and comprehensive mobility services Manufacturers and suppliers in the automobile industry are adapting to evolving data-driven business models through investments or acquisitions that instantly strengthen their data related capabilities. This is also part of larger strategic initiatives where companies are looking to reposition themselves as “mobility service providers” and break away from traditional labels of being solely auto manufacturers or tier 1 suppliers. Some of these traditional automakers and suppliers have identified telematics as the go-to solution to address these two major imperatives. In the wake of this trend, Bridgestone NV, a subsidiary of Bridgestone Corporation in EMEA, has entered into an agreement with TomTom to acquire TomTom NV’s fleet telematics business–TomTom Telematics—for a whopping €910 million (approximately $ 1 billion). This agreement brings together one of the world’s leading tyre manufacturers with the number one fleet telematics provider in Europe to develop a dominant data analytics platform for connected services. The transaction enables Bridgestone to strengthen its digital mobility business; and TomTom to focus on its core mapping business. "Smart move towards the development of an intelligent digital service orientated business for Bridgestone. CASE (Connectivity, Autonomous, Service, Electric) is redefining tomorrow's automotive ecosystem, and we can expect many such moves across the industry to capture a greater share in the future value creation model” said Franck Leveque, Partner at Frost & Sullivan TomTom and Bridgestone to Benefit from Mutual Synergies This strategic acquisition will help Bridgestone cross-sell its tyres and existing digital solutions, including Bridgestone Connect, Tirematics, Fleetpulse and Mobox, to TomTom’s 50,000 customers comprising commercial fleets and fleet leasing companies. Apart from seeing this as an additional form of revenue, Bridgestone would be more interested in gaining access to millions of data points, such as road conditions and driving patterns, from TomTom Telematics’ expanding installed base of 860,000 vehicles. These data points will help make its tyre maintenance and driver experience solutions more robust and reliable. In turn, Bridgestone’s brand image, large customer base, and strong global OEM tie-ups will help accelerate growth in TomTom’s telematics business at a much faster pace than current y-o-y growth rates. This move will also enable TomTom Telematics to consolidate its number one position in the fast growing European telematics market. This acquisition provides a solid platform from which Bridgestone can launch its bid to overtake other tyre manufacturers and become the number one telematics provider in terms of installed base. It will be up against Michelin, Continental, Pirelli and Goodyear who are already strong contenders for the No.1 slot with their respective acquisitions in different regions. In term of solutions, Bridgestone will be matching the likes of Michelin and Continental with a comprehensive Driver Management, Vehicle Management, and Safety & Compliance services portfolio. However, this acquisition will give them an edge with WEBFLEET’s open and scalable platform, a feature which its competitors lackTomTom Looks to the Future For TomTom, the decision to part ways with its telematics business indicates a change in priorities, paving the way for the company to enhance its investment in the navigation business and, importantly, a chance to move more towards a software centric service platform. Currently, while the traditional navigation platform that TomTom supplies to a number of major OEMs in the automotive business is its main product, the traditional navigation business itself is going through a period of transformation with the proliferation of advanced driver assistance systems (ADAS) and automated driving (AD) solutions. TomTom has a diverse portfolio of ADAS and AD focused products, the cornerstone of which are its HD base maps that are targeted at AD applications for L3 and higher. All major OEMs working on L3 and L4 automation will require a third validation layer of dynamic data beyond perception and vision sensors along the geographic course of operation. With coverage of 380,000 kms across EU, NA and Japan, TomTom is the second largest HD map supplier, positioning it as a key vendor to a market that is estimated to have over 16 million units by 2030. TomTom is working on addressing coverage and richness of latency, two key indices that are critical to the success of HD Mapping solutions. TomTom is set to further improve the service value of its HD maps by adding sensor fusion and AI software stack capability gained from its acquisition of Autonomus. It is likely to position this service as a subscription service to smaller mobility service providers to enable automation on their fleet, rather than developing proprietary localisation and mapping solutions for each application. Beyond organically enhancing its portfolio with products like RoadDNA, TomTom’s mapping division is also strategically expanding the company’s global ecosystem with key product lines that add value to HD Mapping base layers. For example, Bosch and TomTom are now co-developing a localisation solution using the former’s Radar Road Signature map and the latter’s static HD map layer. Among the advantages of this product are localisation capabilities in any driving condition, data transmission size of five kilobytes per kilometre, and non-reliance on a camera. Similarly, Baidu, which has developed proprietary autonomous driving platforms, uses TomTom’s HD Mapping solutions and AutoStream across its entire platform suite, allowing it to be accessed by all mobility players that register onto the Apollo platform. The extension of this relationship with Baidu has come on the back of the current contract for navigation services provided by TomTom. Similar partnerships with Microsoft, Uber and Qualcomm are all intended to add unique value layers to the HD Mapping base layer, thereby enabling TomTom to increase the value of its solution within the AD software stack ecosystem. The market for ADAS and AD is projected to expand in the next decade. TomTom is preparing for this imminent market disruption by reorganising its product portfolio, and repositioning itself as a service centric software supplier with strategic licensing and subscription business models that target a wide array of possible clients, ranging from small startups to large vehicle manufacturers. To further strengthen its proposition, TomTom has also identified likeminded technology leaders poised to excel in AD. The company is focused on creating an ecosystem of vendors with whom it can cross-collaborate in developing strategic, yet optimal, products and services that will drive growth in a market expected to be valued at over $200 billion by 2030. However, the looming prospect of vertical integration by other mapping vendors and the emergence of new HD Mapping base suppliers will make the next few years critical for TomTom; it will need to further consolidate its ecosystem of partners and expand its network of clients across multiple geographies.
En dat gaat nu eindelijk een koers geven van €17,50?
Sprookjes Koers nu 7.07 En dat gaat nog dieper
Alleen zo jammer dat ongeacht het (goede?0 nieuws de koers alleen maar steeds verder onderuit gaat.
Heel mooi verhaal van Frost, en zal niet uit de duim gezogen zijn maar ingefluisterd door TT zelf, alleen jammer dat TT dit zelf niet kan verwoorden, ze zouden zo bovenstaand in hun jaarverslag kunnen plakken. Belangen zijn nu om zoveel mogelijk aandelen uit de markt te halen, hoop dat dit asap gebeurd.
Brouwer285 schreef op 8 februari 2019 11:42 :
Heel mooi verhaal van Frost, en zal niet uit de duim gezogen zijn maar ingefluisterd door TT zelf, alleen jammer dat TT dit zelf niet kan verwoorden, ze zouden zo bovenstaand in hun jaarverslag kunnen plakken.
Belangen zijn nu om zoveel mogelijk aandelen uit de markt te halen, hoop dat dit asap gebeurd.
De mensen van F&S hebben het inderdaad goed opgeschreven. Ik verwacht hetzelfde in tomtom’s jaarverslag, die geven veelal veel inzichten.
Interessant verhaal, vooral dat 'ecosystem of vendors' vind ik intrigerend. Het toont wel aan dat TT (weer) een soort start-up karakter begint te krijgen. Beetje vergelijkbaar met zo'n biopharma-aandeel, veel leuke dingen in de pijplijn maar voorlopig nog geen cent verdienen. Of weinig, in TT's geval. Leuk voor techneuten om te volgen (ben er zelf een), maar geen aandeel om snel rijk mee te worden.
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)